Use Service teams to manage the teams involved in a Service, the required positions, and the people assigned to those positions.
Tip: Each assigned person will have a color around their image. Grey means they have been assigned but not notified. Yellow means they have been notified but haven’t responded, red means they have declined, and green means they have accepted.
Add positions
Tap a team heading to add a required position for that Team. Each position can have required skills added; these skills are used later to assign team members who have matching skills automatically. It also helps team leaders and service owners in a rush who aren’t 100% sure of each person’s abilities. Tap the ... next to a position to view the delete option.
Assigned people
After you add a position, it will have a plus + button to the right. Tap on this if that position requires more than one person. Each assigned person is listed under a position; if no one is assigned, service owners and team leaders can assign a person. Tap the .. next to a person to remove or edit the assigned person.
Service reminders
By default, reminder emails are sent to assigned people (who haven’t declined) 48 hours before the service date. These reminders can be configured or disabled from the service Teams tab for each team.
Under each Team, click the drop-down where you can either specify no reminder or choose to send the reminder earlier or later.
Tip: Changing this only applies to the currently selected service date; if you want this change repeated in the future, then make sure you make this change on your latest service date.